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DMS for Fiduciaries in Switzerland

From document receipt to file archiving, streamlined organization.

Accounting and trust firms rely on rigorous document management.

Each client, fiscal year, and regulatory obligation generates a large volume of invoices, bank statements, declarations, and supporting documents.Without a structured system, information is scattered across emails, shared drives, and physical archives.
Fully integrated with Microsoft 365.Ketl structures and secures your document management by automatically classifying, naming, and archiving every document in your Microsoft 365 environment.

Your Swiss accounting tools, natively connected

Compatibility with your accounting software determines whether a fiduciary firm adopts a document management solution.
Native integrations

Ketl connects natively to Vertec and Forensys, two case management tools widely used by Swiss fiduciary firms. No re-entry, no double handling between systems.

REST API connection

A documented REST API lets you link Ketl to your accounting software or any other business tool your firm uses, tailored to your specific needs.

Office environment

Full Microsoft 365 integration covers email, storage, and collaboration, with no change to your teams' work habits.

Any additional business tool can be connected to Ketl through its REST API.

AI-assisted filing by client and fiscal year

This innovation significantly reduces time spent on filing, saving dozens of hours each month for an accounting firm.
nom_clientAcme SA
exercice2024
type_documentFacture
File inOneDrive/Acme SA/2024/Facture
Return on investmentBy reducing time spent on manual filing, document search, and client follow-up, Ketl enables fiduciary firms to handle increased volumes with the same resources.

The price is fixed: CHF 89 per user per month, all-inclusive, i.e. CHF 890 per month for a ten-person fiduciary firm.

See full pricing details
Before KetlDocuments scattered across emails and folders.Manual filing by staffInconsistent naming across clients and fiscal yearsSignificant time spent searching for accounting documentsAudit preparation requiring manual reconstruction of history
After KetlAI-assisted filing and structured archiving in Microsoft 365Standardized folder hierarchy by client, fiscal year, period, and document typeInstant search across all documentsIntegrated validation workflows and task trackingComplete audit trails available at any timeSimplified and secure audit preparation
Less administrative burden, controlled timelines, and enhanced compliance.

Key benefits for accounting firms

Thanks to smart search, employees find any document using keywords, numbers, or extracted data, e.g., “Q3 VAT Declaration Client ABC”.

OCR technology makes scanned documents fully searchable.

Client or auditor requests can thus be processed in significantly reduced time.

Legal retention and nLPD compliance

A fiduciary firm handles sensitive client data over long periods. Compliance is built into the system's architecture, not added afterward.

Ten years of legal retention

The Swiss Code of Obligations requires accounting books and records to be kept for ten years (Art. 957 to 958f CO). Ketl applies retention periods automatically by document type and keeps the archive searchable for the entire period.

Swiss hosting and nLPD compliance

Every document stays hosted exclusively in Switzerland, in Geneva and Zurich, with no data transfer abroad. No AI service operated by a company domiciled outside Switzerland is involved in processing. nLPD compliance is built in by design, with complete traceability of every processing activity.

Quantified metrics

Conservative estimates tailored for fiduciary firms.

Typical impact for a medium-sized fiduciary firm

1 to 3 minutes saved per document thanks to smart filing

10 to 30 hours saved per month per team on filing alone

Observed total productivity gain of 15% to 30% per employee

Operational benefits

Processing higher document volumes without increasing staff

Reduced response times to client and auditor requests

Reduction of repetitive, low-value tasks

Document management becomes a strategic operational lever rather than a cost center.

These estimates illustrate, at team scale, the 50 to 80% reduction in archiving time and the 100 to 350% return on investment over 4 years measured across Ketl's client base.

Frequently asked questions

Enter a new era of document managementSchedule a personalized demo.